Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAGZX (Putnam Retirement Advantage 2050 Fund Class R3 Shares) | 7.48% | 21.77% | 19.26% | 10.10% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAGZX (Putnam Retirement Advantage 2050 Fund Class R3 Shares) | 09/03/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.10 | 21.77 | 19.26 | 10.10 | NA | NA | NA | … | … | 7.48 | 18.42 | 19.65 | 22.09 | -17.49 | 18.02 | 10.29 |
| Sharpe Ratio | NA | 2.18 | 1.41 | 0.60 | NA | NA | NA | … | … | 1.90 | 1.05 | 1.50 | 1.78 | -0.95 | 1.51 | 2.35 |
| Standard Deviation(%) | NA | 10.35 | 12.27 | 13.91 | NA | NA | NA | … | … | 12.18 | 14.81 | 10.66 | 10.46 | 19.89 | 11.95 | 14.90 |
| Draw Down(%) | NA | 7.67 | 14.93 | 23.79 | NA | NA | NA | … | … | 7.67 | 14.93 | 7.20 | 8.48 | 23.45 | 5.11 | 6.50 |
| Yield(%) | 0.00 | 10.14 | 8.18 | 8.13 | 5.14 | 3.42 | 2.57 | … | … | 0.00 | 10.59 | 6.23 | 5.70 | 7.95 | 17.41 | 2.19 |
Data as of 06/05/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAGZX (Putnam Retirement Advantage 2050 Fund Class R3 Shares) |
4.98%
Apr 2021 – Apr 2024 |
9.56%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAGZX (Putnam Retirement Advantage 2050 Fund Class R3 Shares) |
21.90%
Sep 2022 – Sep 2025 |
13.85%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart